Project Management

The relationship between Items and Components in Design Manager
Design Manager displays the Project information in a hierarchy, beginning with the Project. Projects in Design Manager are made up of the Project itself, Lo...
Fri, Sep 22, 2017 at 1:51 PM
How to Copy and Paste Items from a Project (ProCloud)
The Copy and Paste buttons allow the user to copy Items between Projects or even within a single Project. To Copy and Paste a Component, Item, Location,...
Fri, Aug 4, 2017 at 3:52 PM
Choosing Design Fee, Markup, or both
Understanding Design Fee vs. Markup Design Fee There are many different methods to base a Fee on.  Below are only a few examples and links on how to do...
Fri, Sep 22, 2017 at 1:51 PM
Creating items with a Markup, Discount, or Fee Type or adding a Design Fee
See the links below on how to do each of the different pricing structures. Adding a Markup to your Cost Giving a Discount from a List Price Fee base...
Fri, Aug 4, 2017 at 12:15 PM
Add a markup to your item cost
Adding a Cost + Markup to Items (example below shown in ProCloud) Add or Edit an Item in the Project. Choose the + sign to add a Component (pricing inf...
Mon, Jul 17, 2017 at 5:22 PM
Add a Design Fee component to your Item(s)
Each Item can have a Component added to charge a Design Fee. (The below steps are different than adding a general markup percentage)Go to Company Settings -...
Thu, Sep 28, 2017 at 4:26 PM
Add a Fee to your Items - Pricing Items based on a Fee of your Cost
If you plan on pricing your items based on a Fee of the cost, you can add a Fee percentage type. This Fee type is generally used if you are acting as a Pur...
Wed, Jun 14, 2017 at 5:06 PM
Add a Discount to your Item
Add a Unit List Price that includes a Discount on your Items (example below shown in ProCloud) Add or Edit an Item in the Project. Choose the  sign to ...
Tue, Jul 18, 2017 at 1:32 PM
Setting up a single Design Fee as an Item
Single Design Fees can be entered into Design Manager just as you would enter a sofa or other merchandise item. (The following should be used for Design Fee...
Fri, Aug 4, 2017 at 12:11 PM
How to Load, Scan or Copy and Paste a Picture
DM will accept file types: bmp, jpg, png or tif   To add a picture to an item or component, add or edit an item or component, then go to the picture tab. ...
Fri, Sep 22, 2017 at 1:51 PM